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AMERICAN BALANCED CLASS A
AMERICAN BALANCED CLASS A. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 4 Institutional holders with a total value of $1,630,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ROTHSCHILD INVESTMENT LLC /IL 25,352 645,000 39.57%
2 TELEMUS CAPITAL, LLC 14,454 368,000 22.58%
3 DONALDSON CAPITAL MANAGEMENT, LLC 12,897 328,000 20.12%
4 CATAWBA CAPITAL MANAGEMENT /VA 11,364 289,000 17.73%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.